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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,093 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.39% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $9,195 | $4,636+98.3% | $4,154+121.4% | $4,156+121.2% |
| Participant deferral / active EE | $9,008 | $6,166+46.1% | $5,453+65.2% | $6,407+40.6% |
| Admin fee / account holder | $195 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |